Salespeople can select the appropriate route type in the Status tab within the order to trigger the order for the appropriate delivery. If a user changes the route type then the ship via on the order changes to the ship via based on the default route type set in Zip Code Maintenance for that ship via. If the user changes the ship-to address on the Header of the order, the ship via is updated based on the new zip code.
The system first looks at the zip code settings to determine if their are route types defined for the ship via for the customer's zip code. If there are route types defined, the system then looks to the customer record to determine if there are any eligibility restrictions set for the customer. If there are eligibility restrictions, only those routes are available for selection on the sales order.
To use a ship via route type for a sales order:
Create the sales order and add the products the customer wants to order.
Click the Status tab in the order and select the Ship Via Route Type view from the View > Change View menu.
In the Route Type field, select the route type to use for the order.
If the shipping method listed in the Ship Via field does not match the route type that you select, it changes to the ship via defined for the route for the customer's zip code.
Process the order as usual.
See Also:
Defining Valid Route Types for Ship Vias